Wealth Management
& Retirement Planning
It is quite true that “money makes money” and once the hard work of initially generating a profit has been done, many clients seek our opinion on how and where they can invest their profits.
We can conduct a complete review of their personal finances in order to identify and formulate a financial plan that is appropriate to their circumstances and aspirations. We have contacts with many third party providers who can offer different alternatives.
These include:
– Finance One
– Cantor Fitzgerald Stockbrokers
– Bank of Ireland Private Banking
– Independent Trustee Company (for self-administered pensions)
– First Choice Finance Limited
– Close Brothers
In advance of an owner retiring, we can formulate the most effective exit strategy for him in advance of his retirement.
Changing Accountant
Ready to
get started?
Simply book a 1 to 1 Consultation to discuss your requirements and receive a no strings attached quotation.